AVIG

Avantis Core Fixed Income

+$83.8M

Net Activity

Institutions Holding

177

Popularity Rank

#3196

Avg Weight

0.92%

Total Value

$1.5B

Ownership Trend

177 institutions currently hold AVIG, with 115 net buyers and 46 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

46

Net Buying Institutions

115

Key Holders

Key Holders

Top 5 by Value

AW
AE Wealth Management LLC
$271.5M
MS
Morgan Stanley
$95.4M
EA
Envestnet Asset Management INC
$78.1M
VF
Verus Financial Partners, Inc.
$63.8M
JM
Janney Montgomery Scott LLC
$56.6M

Top 5 by Conviction

EW
Echo Wealth Management, LLC
18.54%
BW
BCR Wealth Strategies, LLC
10.07%
FJ
Ferguson Johnson Wealth Management Inc
9.16%
AF
Align Financial, LLC
7.82%
NA
Networth Advisors, LLC
7.80%
View all 177 holding institutions

Quarterly Activity

Recent Activity

+$1.2B

Total Buy Value

$369.3M

Total Sell Value

New buy28
Trim39
Add87
Sold out7

115

Net Buyers

46

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding AVANTIS CORE FIXED INCOME (AVIG)?
Major stakeholders currently include AE Wealth Management LLC ($271.5M), Morgan Stanley ($95.4M), Envestnet Asset Management INC ($78.1M). Based on the latest 13F filings, there are a total of 177 tracked investment funds and institutions maintaining positions in AVIG.
What is the overall institutional sentiment toward AVIG recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $83.8M, driven by 115 managers accumulating shares while 46 reduced their exposure.
Which institutions have been selling or reducing their AVIG positions?
In the latest period, 39 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $369.3M.
Are there any notable investors adding AVIG to their portfolios?
Yes, buying activity remains notable. 28 institutions opened new positions in {ticker}, and 87 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.2B.

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